Elevated-Capital-Advisors

AI_NATIVE detailed information: This accession holds the following tickers:[
  "TROW",
  "ATR",
  "GATX",
  "ACN",
  "ABT",
  "ABBV",
  "ADBE",
  "FLG",
  "GOOGL",
  "AXP",
  null,
  "T",
  null,
  null,
  null,
  "AVGO",
  "LOW",
  null,
  "DBEF",
  "D",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "DSU",
  null,
  "FITB",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "HON",
  "HD",
  "HPQ",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "MCD",
  "INTU",
  null,
  "BEN",
  null,
  null,
  "FE",
  "FFC",
  "UNP",
  "GBCI",
  null,
  "ISRG",
  null,
  "EMXC",
  "AMAT",
  "EMR",
  "NWL",
  "ICE",
  "META",
  null,
  null,
  null,
  "IVW",
  "IJH",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "PCN",
  null,
  null,
  null,
  "MA",
  null,
  null,
  "MSFT",
  null,
  "EXC",
  null,
  "GE",
  "NI",
  "OMC",
  "IJR",
  "EFG",
  "OKE",
  "PAYX",
  null,
  null,
  "PANW",
  "PEP",
  "IVV",
  null,
  "UNH",
  "AAPL",
  "SPY",
  "NVDA",
  "INTC",
  "PRU",
  "PFE",
  "LMT",
  "PG",
  "MRK",
  "VZ",
  null,
  "AMGN",
  null,
  "SPGI",
  null,
  null,
  "NOW",
  "SHEL",
  "RTX",
  "STX",
  null,
  "AMT",
  null,
  "SPLG",
  null,
  "IBM",
  "STLD",
  "TMO",
  "TFC",
  "UPS",
  "BIV",
  "NEM",
  "OGE",
  "MNST",
  "VWO",
  null,
  null,
  null,
  "VIG",
  null,
  null,
  null,
  "IWO",
  "GGG",
  null,
  null,
  null,
  null,
  "ETR",
  "VYM",
  "R",
  "WTS",
  "TOL",
  "AFL",
  "AMD",
  "WSO",
  "IP",
  "F",
  "WEC",
  "IWP",
  "AEP",
  "SGOL",
  "IPG",
  null,
  "PEG",
  "AMZN",
  "CMS",
  "IVE",
  null,
  "PFG",
  "IVZ",
  null,
  null,
  "EGP",
  "TPH",
  null,
  "HBAN",
  "USB",
  "VUG",
  "VLO",
  "VEA",
  "BLV",
  "BNDX",
  "BND",
  "BSV",
  "VB",
  "VOO",
  "VTV",
  "V",
  "WMT",
  "WBA",
  "WU",
  "WST",
  "WSM",
  "LNT",
  null,
  "DTE",
  "FNF",
  "SCHF",
  "EIX",
  "KEY",
  "SON",
  "PPL",
  null,
  "PB",
  "CRM",
  null,
  null,
  "MTUM",
  "LYB",
  null,
  "GEV",
  null,
  "NRG",
  "EG",
  null,
  "KMB",
  "BAC",
  "BRK-B",
  null,
  "CVX",
  "CSCO",
  "CFG",
  "CMA",
  "COST",
  "RSP",
  "QQQ",
  "DIS",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "PM",
  "MO",
  "XLK",
  "VTI",
  "JPM",
  "QUAL"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-24
Total Holdings: 252
Total Value: 356970969
Accession Number: 0001802387-25-000002
Form Type: 13F-HR
CIK: elevated-capital-advisors
Manager Name: Elevated-Capital-Advisors

Data Enrichment

63% identified

160 identified92 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

252 positions • $357.0M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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FIFTH THIRD BANCORP

FITB|316773100

Shares:19.8K

Value:$776.6K

% of Portfolio:0.2% ($776.6K/$357.0M)

33738R118

Shares:10.5K

Value:$775.1K

% of Portfolio:0.2% ($775.1K/$357.0M)

PRICE T ROWE GROUP INC

TROW|74144T108

Shares:8.4K

Value:$774.1K

% of Portfolio:0.2% ($774.1K/$357.0M)

VALERO ENERGY CORP/TX

VLO|91913Y100

Shares:5.8K

Value:$762.9K

% of Portfolio:0.2% ($762.9K/$357.0M)

33741X102

Shares:22.5K

Value:$754.8K

% of Portfolio:0.2% ($754.8K/$357.0M)

THERMO FISHER SCIENTIFIC INC.

TMO|883556102

Shares:1.5K

Value:$752.9K

% of Portfolio:0.2% ($752.9K/$357.0M)

00888H687

Shares:26.2K

Value:$747.6K

% of Portfolio:0.2% ($747.6K/$357.0M)

TRUIST FINANCIAL CORP

TFC|89832Q109

Shares:18.1K

Value:$745.8K

% of Portfolio:0.2% ($745.8K/$357.0M)

464287648

IWO|464287648

Shares:2.9K

Value:$745.5K

% of Portfolio:0.2% ($745.5K/$357.0M)

FRANKLIN RESOURCES INC

BEN|354613101

Shares:38.6K

Value:$743.4K

% of Portfolio:0.2% ($743.4K/$357.0M)

WEC ENERGY GROUP, INC.

WEC|92939U106

Shares:6.8K

Value:$741.0K

% of Portfolio:0.2% ($741.0K/$357.0M)

INTUITIVE SURGICAL INC

ISRG|46120E602

Shares:1.5K

Value:$735.5K

% of Portfolio:0.2% ($735.5K/$357.0M)

316092865

Shares:13.9K

Value:$707.2K

% of Portfolio:0.2% ($707.2K/$357.0M)

00888H208

Shares:21.6K

Value:$693.1K

% of Portfolio:0.2% ($693.1K/$357.0M)

78464A839

Shares:9.0K

Value:$692.8K

% of Portfolio:0.2% ($692.8K/$357.0M)

FLAGSTAR FINANCIAL, INC.

FLG|649445400

Shares:57.8K

Value:$671.3K

% of Portfolio:0.2% ($671.3K/$357.0M)

33735T109

Shares:49.4K

Value:$670.6K

% of Portfolio:0.2% ($670.6K/$357.0M)

72201R882

Shares:9.3K

Value:$665.2K

% of Portfolio:0.2% ($665.2K/$357.0M)

HP INC

HPQ|40434L105

Shares:23.6K

Value:$652.9K

% of Portfolio:0.2% ($652.9K/$357.0M)

FIRSTENERGY CORP

FE|337932107

Shares:16.1K

Value:$651.8K

% of Portfolio:0.2% ($651.8K/$357.0M)

Instrument	Shares		Other Manager	Value	% of Portfolio
FIFTH THIRD BANCORP(FITBcusip316773100)	19.8K	QoQ +3.68% (-704) YoY NEW(+19.8K)	All Managers (Combined)	$776.6K	0.2% ($776.6K/$357.0M)	QoQ -3.86% (-$31.3K) YoY NEW(+$776.6K)
(cusip33738R118)✕	10.5K	QoQ -11.54% (-1.4K) YoY -73.44% (-29.1K)	All Managers (Combined)	$775.1K	0.2% ($775.1K/$357.0M)	QoQ -17.02% (-$159.0K) YoY -71.94% (-$2.0M)
PRICE T ROWE GROUP INC(TROWcusip74144T108)	8.4K	QoQ -1.12% (-96) YoY +25.75% (-1.7K)	All Managers (Combined)	$774.1K	0.2% ($774.1K/$357.0M)	QoQ -19.68% (-$189.7K) YoY -5.24% (-$42.8K)
VALERO ENERGY CORP/TX(VLOcusip91913Y100)	5.8K	QoQ +2.84% (+160) YoY NEW(+5.8K)	All Managers (Combined)	$762.9K	0.2% ($762.9K/$357.0M)	QoQ +10.79% (+$74.3K) YoY NEW(+$762.9K)
(cusip33741X102)✕	22.5K	QoQ -6.77% (-1.6K) YoY -86.52% (-144.6K)	All Managers (Combined)	$754.8K	0.2% ($754.8K/$357.0M)	QoQ -12.88% (-$111.6K) YoY -87.03% (-$5.1M)
THERMO FISHER SCIENTIFIC INC.(TMOcusip883556102)	1.5K	QoQ -3.13% (-49) YoY +10.27% (-141)	All Managers (Combined)	$752.9K	0.2% ($752.9K/$357.0M)	QoQ -7.34% (-$59.7K) YoY -5.58% (-$44.5K)
(cusip00888H687)✕	26.2K	QoQ -8.79% (-2.5K) YoY NEW(+26.2K)	All Managers (Combined)	$747.6K	0.2% ($747.6K/$357.0M)	QoQ -9.93% (-$82.5K) YoY NEW(+$747.6K)
TRUIST FINANCIAL CORP(TFCcusip89832Q109)	18.1K	QoQ +2.80% (-495) YoY NEW(+18.1K)	All Managers (Combined)	$745.8K	0.2% ($745.8K/$357.0M)	QoQ -2.47% (-$18.9K) YoY NEW(+$745.8K)
(IWOcusip464287648)	2.9K	QoQ -1.55% (-46) YoY NEW(+2.9K)	All Managers (Combined)	$745.5K	0.2% ($745.5K/$357.0M)	QoQ -12.61% (-$107.6K) YoY NEW(+$745.5K)
FRANKLIN RESOURCES INC(BENcusip354613101)	38.6K	QoQ +6.36% (+2.3K) YoY NEW(+38.6K)	All Managers (Combined)	$743.4K	0.2% ($743.4K/$357.0M)	QoQ +0.91% (+$6.7K) YoY NEW(+$743.4K)
WEC ENERGY GROUP, INC.(WECcusip92939U106)	6.8K	QoQ -3.95% (-280) YoY NEW(+6.8K)	All Managers (Combined)	$741.0K	0.2% ($741.0K/$357.0M)	QoQ +11.29% (-$75.2K) YoY NEW(+$741.0K)
INTUITIVE SURGICAL INC(ISRGcusip46120E602)	1.5K	QoQ -6.77% (-108) YoY -4.56% (-71)	All Managers (Combined)	$735.5K	0.2% ($735.5K/$357.0M)	QoQ -11.54% (-$96.0K) YoY +18.43% (-$114.5K)
(cusip316092865)✕	13.9K	QoQ -1.55% (-219) YoY NEW(+13.9K)	All Managers (Combined)	$707.2K	0.2% ($707.2K/$357.0M)	QoQ +2.84% (-$19.6K) YoY NEW(+$707.2K)
(cusip00888H208)✕	21.6K	QoQ -3.97% (-893) YoY NEW(+21.6K)	All Managers (Combined)	$693.1K	0.2% ($693.1K/$357.0M)	QoQ -6.13% (-$45.3K) YoY NEW(+$693.1K)
(cusip78464A839)✕	9.0K	QoQ -1.63% (-149) YoY NEW(+9.0K)	All Managers (Combined)	$692.8K	0.2% ($692.8K/$357.0M)	QoQ -5.49% (-$40.3K) YoY NEW(+$692.8K)
FLAGSTAR FINANCIAL, INC.(FLGcusip649445400)	57.8K	QoQ +0.59% (+341) YoY NEW(+57.8K)	All Managers (Combined)	$671.3K	0.2% ($671.3K/$357.0M)	QoQ +25.28% (+$135.5K) YoY NEW(+$671.3K)
(cusip33735T109)✕	49.4K	QoQ -11.61% (-6.5K) YoY -68.05% (-105.3K)	All Managers (Combined)	$670.6K	0.2% ($670.6K/$357.0M)	QoQ +6.55% (-$41.2K) YoY -63.34% (-$1.2M)
(cusip72201R882)✕	9.3K	QoQ +3.49% (+314) YoY NEW(+9.3K)	All Managers (Combined)	$665.2K	0.2% ($665.2K/$357.0M)	QoQ +8.03% (+$49.5K) YoY NEW(+$665.2K)
HP INC(HPQcusip40434L105)	23.6K	QoQ +18.45% (+3.7K) YoY NEW(+23.6K)	All Managers (Combined)	$652.9K	0.2% ($652.9K/$357.0M)	QoQ +0.51% (+$3.4K) YoY NEW(+$652.9K)
FIRSTENERGY CORP(FEcusip337932107)	16.1K	QoQ +4.89% (+753) YoY NEW(+16.1K)	All Managers (Combined)	$651.8K	0.2% ($651.8K/$357.0M)	QoQ +6.58% (+$40.3K) YoY NEW(+$651.8K)